Getting Started
- Signing Up
- Portal Settings
- Notifications
  - Notification Settings
  - Email Notifications
- Homepage & Dashboards
- Filters
- Team Chat
- Comments
  - Mentions
  - Request a Response
- How to Import Data From CSV
- How to Export Data to CSV
- How to Bulk Delete Items
- Recycle Bin
- How to Manage File Storage
- How to Integrate Slack With Flowlu
- Leaves & Absences
How to Buy a Subscription
- How to Activate a Coupon or Promo Code
- How to Cancel your Subscription
CRM
- Opportunities
- Automation
- Organizations and Contacts
- Telephony Integration
  - How to Connect Twilio to Flowlu
  - How to Connect Zadarma to Flowlu
- Access Rights: CRM
- How to Integrate Mailchimp with Flowlu
- How to Integrate JivoChat With Flowlu
- How to Integrate Tilda With Flowlu
Projects
- Project: Overview
- How to Create a Project
- Project Workflows
- Project Financial Management
- How to Archive or Delete Project
- Access Rights: Projects
- Project Automation
- Project Portfolio
Tasks
- Tasks: Main Settings
- Custom Task Statuses
- To-Do List
  - How to Sort Tasks by Lists
- Creating a New Task
- Automation
- Task Templates
- Recurring Tasks
- How to Import Tasks
- How to Archive Tasks
Email
- Setting Up Email Sync
- Managing Emails
- Access Rights: Email
- Email Automations
Finance
- Invoices
- Estimates
- How to Record the Cash Flow
- Financial Reports
- Access Rights: Finance
- Budgeting
- Imprest Fund
- Payment Calendar
- Reporting Periods
- Inventory Management
Business Processes
- Creating Business Process
  - Tasks and Actions of Business Process
Docs
- How to Install the Docs Module
- Document Types
- How to Create Document Templates
- How to Create and Send Documents
Organizational Structure
- Adding and Editing Block in the Organizational Structure
  - Customization and Grouping
- Unassigned Employees
- Custom Fields in the Organizational Structure
- Types of Organizational Structure Display
Interactions
- How to Connect Messengers
- Templates
Client Portal
- External Users Roles
- Setting Up Permissions For External Users
Calendar
- Calendar Types
- How to Create or Delete a Calendar
- Events
- How to Integrate Flowlu With Google Calendar
- How to Integrate Flowlu With Calendly
- Access Rights: Calendar
Time Tracker
- Time Tracking for Tasks
- How to Issue an Invoice Based on Spent Time
- Access Rights: Time Tracker
- Reports: Estimated and Spent Time
Custom Fields and Lists
- Custom Fields
  - Where to Fill Out the Custom Fields
  - Types of Custom Fields
- Record Lists
  - How to Create a Record List
  - How to Populate a Record List
Agile Projects
- Main Concepts and Settings
- Scrum Project Management
- Retrospective Template Builder
- How to Integrate Zendesk Support With Flowlu
- How to Integrate Jira With Flowlu
- How to Integrate Flowlu with Bitbucket and GitLab
- How to Integrate Flowlu With UseResponse
- How to Import Tasks from Trello to Flowlu
Knowledge Base
- How to Create a Knowledge Base
- Populating Your Knowledge Base
- External Knowledge Base
- How to Use Custom Domain For Knowledge Base
- Access Rights: Knowledge Base
- How to Integrate Flowlu with Confluence
- Knowledge Base Automation
Mind Maps
- How to Create a Mind Map
Onboarding
Groups
- How to Create and Set Up Groups
- Overview
Use Cases
- Use Case: Flowlu for Task Management
- Use Case: Flowlu for Project Management
- Use Case: Flowlu for Client Management
- Use Case: Flowlu for Marketing Agency

Flowlu
Flowlu Help Center
Finance
How to Record the Cash Flow
How to Create a Payment or an Expense
How to Delete a Transaction or Money Record

How to Delete a Transaction or Money Record

All transactions are linked to money records. Therefore, they are deleted with the money records.

Go to the Finance app → the Money section, select one or more records and click the Delete button. The payment record will be deleted along with its transactions:

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